Brian
Hegstad

Scs

CRD#6185808
Investment Advisor
in Bellevue, WA

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About this Advisor

Brian Hegstad is a financial advisor based in Bellevue, Washington, with 1 year of industry experience. Hegstad is an advisor for Scs. Hegstad has gained experience at Country Financial, Velapoint, Axa Advisors, Na, Morgan Stanley, Merrill Lynch, Pathstone, Kathy Northrop Insurance, Lpl Financial and Scs. Hegstad has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington. Scs is an advisory business operating out of Bellevue, WA. It controls $1 billion in assets among its 2,429 accounts, placing it among the bigger firms in the nation by assets under management. The firm serves six charities and foundations. Of its 2,429 accounts, 46% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors largely vary depending on which service is offered. However, fees billed by Scs likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10900 Ne 8Th Street 15Th Floor - Suite 1550
Bellevue, WA 98004

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Scs Brokerage Details

Total Assets Under Management

$1,005,857,024

WA Average: $3,566,627,242
Total Number of Employees

30

WA Average: 46
Total Number of Accounts

2,429

WA Average: 1,499
Average Account Size

$414,103

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Brian Hegstad Work History

Brian has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial

2022 - Present (2 years)

Scs

2022 - Present (2 years)

Scs

2021 - 2021 (< 1 year)

Pathstone

2021 - 2022 (1 year)

Kathy Northrop Insurance

2015 - 2015 (< 1 year)

Country Financial

2015 - 2021 (6 years)

Merrill Lynch

2014 - 2015 (1 year)

Velapoint

2014 - 2014 (< 1 year)

Axa Advisors

2013 - 2014 (1 year)

Na

2013 - 2013 (< 1 year)

Morgan Stanley

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Hegstad to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Scs

Lee Whittles
Bellevue, WA
Brian Hegstad
Bellevue, WA
Sheila Lindsay
Bellevue, WA
Bryan Kettel
Bellevue, WA
Hunter Gietzen
Bellevue, WA
Steven Brace
Bellevue, WA
Brady Mcintyre
Bellevue, WA
Kristal Mcmahan
Bellevue, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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